Virtual Client Portfolio Advisor

AO Garcia Agency; Midwest City (OK); Remote; USD 40,000 - 66,000; Full time

Benefits offered by this job

Pre-qualified leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency in the United States offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this role can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Perks include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Coachable and willing to be mentored.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.